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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,495 | $72,027-31.3% | $185,861-73.4% | $79,856-38.0% |
| Participation rate | 57.5% | 65.8%-8.3pp | 78.0%-20.5pp | 69.6%-12.1pp |
| Annual return | 18.88% | 23.13%-4.2pp | 35.96%-17.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,697 | $1,965-13.7% | $4,088-58.5% | $2,471-31.3% |
| Participant deferral / active EE | $3,382 | $3,780-10.5% | $5,634-40.0% | $3,741-9.6% |
| Admin fee / account holder | $499 | $4,513-88.9% | $9,503-94.7% | $5,306-90.6% |